Plan5500

Phoenix American Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phoenix American Incorporated (EIN 94-2191861) is a plan sponsor located in Larkspur, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-2191861
Location
Larkspur, CA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.7MSummed across loaded plans$24,666,784
Total reported assets$24.7M$24,666,784
Total reported participants194
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$24.7M total assets
Net assets$24.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$1.1M
Total income / additions$6.3M
Expenses & distributions
Benefits paid / distributions$535.1K
Total expenses$538K
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Phoenix American Incorporated 401k Plan
Participants per plan194Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Phoenix American Incorporated 401k Plan$24.7M
    Plan #002 · 194 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Phoenix American Incorporated
YearPlanParticipantsSchedulesFiling
2023Phoenix American Incorporated 401k Plan194H, C20250313123426NAL0020672257001

Related Form 5500 pages